Collective action underway to promote advice
The reputation of the advice sector is up for a makeover with a collaboration between the Retirement Commission and Financial Advice New Zealand to help promote the value advisers bring to their clients’ lives.
Tuesday, April 8th 2025, 6:48AM
by Kim Savage
The commission has included a workstream within its just-launched National Strategy for Financial Capability, which will see FANZ lead a project to promote the value of professional financial advice through life’s defining moments.
Retirement Commissioner Jane Wrightson told FANZ National Adviser Conference delegates that earlier versions of the national strategy have been successful in helping New Zealanders to grow their money.
“But until now, the financial advice piece has been comparatively weak, so I'm really pleased that Financial Advice New Zealand is grasping the nettle and will lead and support its network of financial advisors and strategic partners on a crucial consumer-focused initiative to grow the awareness of how quality advice can transform lives.”
FANZ chief executive Nick Hakes is inviting ideas on what might work to help shape the perception of the work financial advisers do.
“Is it compelling content to educate and inspire? Is it around technology to make it more accessible? Is there a flip side risk in that? Do we need to create interactive events? Is it around financial education? Some sort of gamification?” he says.
“If you have another idea, we need to hear it.”
Advisers are being encouraged whether individually or via their industry body to send in compelling client stories which can be packaged into case studies for public promotion.
“I challenge each of you to get involved with this new initiative, and positively shape consumer perception of what it is you do,” says Jane Wrightson.
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